Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,732 | $70,879+52.0% | $189,597-43.2% | $79,389+35.7% |
| Participation rate | 64.0% | 68.0%-4.0pp | 78.4%-14.5pp | 70.7%-6.7pp |
| Annual return | 14.17% | 20.70%-6.5pp | 64.20%-50.0pp | 116.89%-102.7pp |
| Employer contribution / active EE | $1,430 | $1,806-20.8% | $4,412-67.6% | $2,428-41.1% |
| Participant deferral / active EE | $5,164 | $4,081+26.5% | $6,174-16.4% | $4,046+27.6% |
| Admin fee / account holder | $174 | $647-73.1% | $9,807-98.2% | $626-72.2% |